Tecsys

Offers a software platform that helps clients manage procurement and complex global supply chains.

• We believe Tecsys “owns” the hospital vertical in the United States with a large installed base and a very high win rate for new business.

• The Tecsys supply chain solution is imbedded and highly integrated in clients’ business processes, which creates very high switching costs for clients once implemented.

• We believe Tecsys has a substantial margin expansion opportunity with current gross margins of 45% and incremental gross margins over 90%.

• Tecsys has massive revenue growth opportunities in verticals adjacent to the hospital vertical, especially pharmaceuticals.